Tax Preparation and Tax Planning

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Tax Preparation – You will be guided down a “tax minimization” path, with the goal of keeping your taxes as low as legally possible.

Tax Planning - Tax Planning is key to making good decisions and reducing unwanted surprises.  Our goal is to listen to your needs and develop a Tax Planning strategy.

IRS/NYS Inquiries and Audits – We are available to respond to IRS audits and inquiries on your behalf

Tax Questions?  We are here to help you, and just a phone call away. Please call us throughout the year with tax questions.  We do not charge fees to answer a quick question, or to provide a helpful tip.

 

Click Here For Our Complimentary Tax Preparation and Planning Forms

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